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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,881 | $160,070+216.0% | $147,117+243.9% | $145,897+246.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.71% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $23,804 | $5,285+350.5% | $4,932+382.6% | $4,663+410.5% |
| Participant deferral / active EE | $15,201 | $8,419+80.5% | $8,065+88.5% | $6,689+127.2% |
| Admin fee / account holder | $3,793 | $15,035-74.8% | $12,993-70.8% | $13,390-71.7% |